Part Time Financial Services Representative (Personal Banker)

Company Introduction:

 

USA Federal Credit Union has many opportunities waiting for you! USA Federal has been helping people discover financial freedom since 1953, and today we serve more than 60,000 members by providing choices, convenience and trusted financial advice. With over $600 million in assets and a full range of financial services, USA Federal operates branches in San Diego County, the Inland Empire, Las Vegas, Japan, and Korea.  Please visit our website:  www.usafedcu.org

 

Our mission is to give our members the service and value they deserve. It’s about providing the right choices for their financial needs.  Above all, it’s about always getting the job done and being there whenever they need us.

 

Job Description:

 

Branch Locations:  South Bay Branch, 92154 & Tierrasanta Branch, 92124

 

As a Part Time/Full Time Financial Service Representative you will be assisting members with their financial transactions and questions.  Your goal will be to fulfill USA Federal Credit Union’s promise of outstanding member service!  A training program is provided to all new hires to learn about the Credit Union, products and services, communication tools and skills to help you be successful!  Candidates should enjoy member contact while working in a branch environment and sales culture.

 

Primary responsibilities are to provide exceptional member service each and every time while obtaining monthly service level goals and ensuring key performance indicators as measured by the branch scorecard are met.  The Performance Objectives for this position are:  Loan Production, New Members, Selected Employee Group visits/events, Cross Sell Ratio, and Mystery Shops.

 

Process new accounts, loan payoffs, transfers, and loan applications at the point of contact.  Respond and fulfill account research request(s) with a solution to member and credit union.  Interview, input, disburse, and quote rates on member loan applications or requests.  Cross-sell products and services within a sales and service environment to meet credit union goals and objectives within the branch.  Sell or fulfill request for credit union negotiables, including checks, money orders, traveler’s cheques, wires, or other services offered by the credit union.  Handles cash or non-cash transactions as a paying and receiving sales associate. Any and all other duties as assigned.

 

Job Requirements:

 High school diploma or general education degree (GED); or one to two years related experience and/or training; or equivalent combination of education and experience. Lending function experience a plus:  loan interviewing, disbursing of loans, credit denials, and financial counseling. Previous experience working in a credit union/financial institution a plus Must successfully complete required curriculum for a Financial Service Representative as set by USA Federal Credit Union. Ability to read and comprehend simple instructions, short correspondence, and memos. Outgoing personality with excellent communication and sales skills.

 

At USA Federal Credit Union we provide the tools you need to succeed in a rewarding environment along with the benefits you deserve. Medical Insurance Vision Insurance Dental Insurance 401(k) Retirement Savings Plan Life Insurance Long Term Disability Insurance 529 College Savings Plan Health & Dependent Care Flexible Spending Accounts Educational Assistance Program Paid Vacations, Holidays, & Sick Leave Discounts on credit union products and services

 Take the Next Step

Apply today! USA Federal accepts applications via email, fax or mail. When submitting a resume, be sure to include the position you are applying for, along with your cover letter and salary history.  For added convenience, you can also download our Employment Application on our website www.usafedcu.org and submit the completed form via fax or mail.